OPWM
Oxinas Partners Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
96,343
+2,450
| +3% | +$107K | 2.16% | 11 |
|
|
2025
Q1 | $4.08M | Sell |
93,893
-9,583
| -9% | -$416K | 2.41% | 9 |
|
|
2024
Q4 | $4.44M | Buy |
103,476
+10,334
| +11% | +$444K | 2.6% | 11 |
|
|
2024
Q3 | $4.16M | Buy |
93,142
+11,252
| +14% | +$503K | 2.55% | 11 |
|
|
2024
Q2 | $3.52M | Buy |
81,890
+25,461
| +45% | +$1.09M | 2.34% | 8 |
|
|
2024
Q1 | $2.45M | Buy |
56,429
+8,359
| +17% | +$363K | 1.59% | 20 |
|
|
2023
Q4 | $2.12M | Buy |
48,070
+450
| +0.9% | +$19.8K | 1.5% | 22 |
|
|
2023
Q3 | $1.98M | Buy |
47,620
+4,847
| +11% | +$201K | 1.47% | 23 |
|
|
2023
Q2 | $1.84M | Buy |
+42,773
| New | +$1.84M | 1.21% | 26 |
|